Angeles Wealth Management, LLC New Holdings in Q4 2024

Angeles Wealth Management, LLC

  • $1.21 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BABA
Alibaba Group Holding LTD

Consumer Cyclical
38K
New
$82.28 - $117.52 $3.13M - $4.47M
38K $3.22M
FOXF
Fox Factory Holding Corp

Consumer Cyclical
56.5K
New
$29.05 - $41.22 $1.64M - $2.33M
56.5K $1.71M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
13.7K
New
$100.16 - $100.7 $1.37M - $1.38M
13.7K $1.37M
PII
Polaris Inc.

Consumer Cyclical
22.9K
New
$56.74 - $83.06 $1.3M - $1.9M
22.9K $1.32M
DJCO
Daily Journal Corp

Technology
1.15K
New
$465.0 - $589.89 $532K - $675K
1.15K $650K
KMI
Kinder Morgan, Inc.

Energy
19.5K
New
$22.59 - $28.54 $441K - $557K
19.5K $534K
WHR
Whirlpool Corp

Consumer Cyclical
3.62K
New
$99.28 - $124.45 $359K - $451K
3.62K $414K
SCHW
Schwab Charles Corp

Financial Services
5.19K
New
$63.31 - $82.85 $329K - $430K
5.19K $384K
PCG
Pg&E Corp

Utilities
18.6K
New
$19.2 - $21.63 $358K - $403K
18.6K $376K
CRI
Carters Inc

Consumer Cyclical
6.76K
New
$50.33 - $67.47 $340K - $456K
6.76K $366K
PLTR
Palantir Technologies Inc.

Technology
4.3K
New
$36.46 - $82.38 $157K - $354K
4.3K $325K
VLUE
Ishares Msci Usa Value Factor

ETFs
3K
New
$104.01 - $115.38 $312K - $346K
3K $316K
ENFR
Alerian Energy Infrastructure

ETFs
9.5K
New
$28.52 - $33.11 $271K - $315K
9.5K $295K
EQIX
Equinix Inc

Real Estate
299
New
$865.69 - $985.0 $259K - $295K
299 $281K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.13K
New
$238.25 - $261.28 $270K - $296K
1.13K $274K
PAYC
Paycom Software, Inc.

Technology
1.31K
New
$159.94 - $240.25 $210K - $316K
1.31K $269K
T
At&T Inc.

Communication Services
11.7K
New
$21.22 - $23.88 $248K - $279K
11.7K $266K
GIS
General Mills Inc

Consumer Defensive
4.13K
New
$62.78 - $74.62 $259K - $308K
4.13K $263K
JCI
Johnson Controls International PLC

Industrials
3.32K
New
$74.23 - $86.6 $246K - $287K
3.32K $261K
GMED
Globus Medical Inc

Healthcare
2.99K
New
$69.79 - $85.61 $209K - $256K
2.99K $247K
DXCM
Dexcom Inc

Healthcare
3.15K
New
$65.68 - $81.01 $207K - $255K
3.15K $244K
GM
General Motors CO

Consumer Cyclical
4.47K
New
$44.82 - $60.2 $200K - $269K
4.47K $237K
KR
Kroger CO

Consumer Defensive
3.85K
New
$55.21 - $63.3 $213K - $244K
3.85K $235K
EMR
Emerson Electric CO

Industrials
1.82K
New
$108.13 - $134.33 $197K - $245K
1.82K $225K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
189
New
$1146.59 - $1270.6 $217K - $240K
189 $224K
NCNO
N Cino, Inc.

Technology
6.53K
New
$30.14 - $42.64 $197K - $278K
6.53K $219K
RGEN
Repligen Corp

Healthcare
1.53K
New
$123.41 - $160.92 $188K - $246K
1.53K $219K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.12K
New
$178.39 - $215.0 $200K - $241K
1.12K $215K
BRO
Brown & Brown, Inc.

Financial Services
2.09K
New
$100.93 - $113.42 $211K - $237K
2.09K $213K
GDDY
Go Daddy Inc.

Technology
1.07K
New
$153.16 - $209.03 $164K - $224K
1.07K $211K
DUK
Duke Energy Corp

Utilities
1.96K
New
$105.76 - $120.76 $208K - $237K
1.96K $211K
BPOP
Popular, Inc.

Financial Services
2.19K
New
$88.46 - $102.59 $193K - $224K
2.19K $205K
SYY
Sysco Corp

Consumer Defensive
2.69K
New
$73.63 - $81.77 $198K - $220K
2.69K $205K
CAH
Cardinal Health Inc

Healthcare
1.74K
New
$107.89 - $125.33 $187K - $218K
1.74K $205K
APP
App Lovin Corp

Technology
630
New
$130.67 - $401.5 $82.3K - $253K
630 $204K
BK
Bank Of New York Mellon Corp

Financial Services
2.63K
New
$70.82 - $81.87 $186K - $215K
2.63K $202K
GILD
Gilead Sciences, Inc.

Healthcare
2.17K
New
$83.95 - $97.9 $182K - $212K
2.17K $200K
AMCX
Amc Networks Inc.

Communication Services
17.8K
New
$7.66 - $9.92 $136K - $177K
17.8K $176K
VPU
Vanguard Utilities ETF

ETFs
1.01K
New
$160.52 - $179.11 $163K - $181K
1.01K $165K
PICK
Ishares Inc Msci Global Select

ETFs
4.35K
New
$34.86 - $43.59 $152K - $190K
4.35K $152K
XLU
Utilities Sector Spdr

ETFs
1.55K
New
$74.89 - $82.93 $116K - $129K
1.55K $117K
QPFF
American Centy ETF Tr Quality
3K
New
$35.78 - $38.29 $107K - $115K
3K $107K
COPX
Global X Copper Miners ETF

ETFs
2.2K
New
$38.17 - $48.57 $84K - $107K
2.2K $83K
ITA
Ishares Tr

ETFs
500
New
$144.31 - $157.31 $72.2K - $78.7K
500 $72K
XLY
Select Sector Spdr Consumer Di

ETFs
300
New
$194.8 - $239.43 $58.4K - $71.8K
300 $67K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
3.05K
New
$19.47 - $20.95 $59.5K - $64K
3.05K $59K
PAVE
Global X Fds Us Infrastructure

ETFs
1.14K
New
$40.41 - $45.95 $46.1K - $52.4K
1.14K $46K
ABEV
Ambev S.A.

Consumer Defensive
19.6K
New
$1.85 - $2.56 $36.3K - $50.3K
19.6K $36K
VXF
Vanguard Extended Market ETF

ETFs
127
New
$179.17 - $207.15 $22.8K - $26.3K
127 $24K
Activity Summary
Buys All Purchases 228 New Holdings 58 Increased Positions 170 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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